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New York Life Investment Management’s Otis Worldwide OTIS Stock Holding History

New York Life Investment Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.44M Buy
57,645
+1,084
+2% +$94.8K 0.04% 346
2025
Q4 		$4.94M Sell
56,561
-630
-1% -$56.4K 0.04% 321
2025
Q3 		$5.23M Sell
57,191
-1,828
-3% -$166K 0.05% 330
2025
Q2 		$5.84M Buy
59,019
+429
+0.7% +$41.4K 0.05% 300
2025
Q1 		$6.05M Sell
58,590
-624
-1% -$61K 0.06% 282
2024
Q4 		$5.48M Sell
59,214
-88
-0.1% -$8.82K 0.05% 302
2024
Q3 		$6.16M Sell
59,302
-2,394
-4% -$228K 0.06% 292
2024
Q2 		$5.94M Buy
61,696
+457
+0.7% +$44K 0.06% 284
2024
Q1 		$6.08M Sell
61,239
-2,655
-4% -$245K 0.06% 283
2023
Q4 		$5.72M Buy
63,894
+62
+0.1% +$5.16K 0.06% 291
2023
Q3 		$5.13M Sell
63,832
-648
-1% -$55.4K 0.06% 303
2023
Q2 		$5.74M Sell
64,480
-594
-0.9% -$50K 0.06% 289
2023
Q1 		$5.49M Sell
65,074
-40,539
-38% -$3.35M 0.06% 307
2022
Q4 		$8.27M Sell
105,613
-1,492
-1% -$110K 0.09% 228
2022
Q3 		$6.83M Sell
107,105
-2,742
-2% -$201K 0.08% 245
2022
Q2 		$7.76M Buy
+109,847
New +$8.09M 0.09% 234

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York Life Investment Management's OTIS Position: Q1 2026 in Review

New York Life Investment Management increased its Otis Worldwide (OTIS) stake by 1.9% in Q1 2026, buying an estimated $94.8K and bringing the position to 57,645 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #346.

New York Life Investment Management first reported a position in OTIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.27M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • New York Life Investment Management held 57,645 shares of Otis Worldwide worth $4.44M as of Q1 2026.
  • New York Life Investment Management bought 1,084 Otis Worldwide shares in Q1 2026, an estimated $94.8K.
  • Otis Worldwide made up 0.04% of New York Life Investment Management's portfolio in Q1 2026, its #346 holding.
  • New York Life Investment Management first reported a position in Otis Worldwide in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Otis Worldwide position peaked at $8.27M in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.